Forms and Resources

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Prime Choice Funding ISAOA/ATIMA 17852 E. 17th Street Suite 107, Tustin, CA 92780
Forms
Anti-Steering Form
Condo Full Review
Condo Limited Review
Doc Order Request
FHA Case Request
FHA Transfer Request
Gift Letter
Loan Submission Form
SS Authorization
Notice to Receive Appraisal Copy
VA Sponsor Agent
Mortgage / Loss Payee Information
Closing Agent and Contract Processor Approval
Broker Compensation Change Request
4506-C
Borrower Signature Authorization
Change of Circumstance Form
Demographic Addendum
Property Condition Certification
Itemized Fee Worksheet
Non-QM Forms & Checklists
EZ-DSCR_Loan_Submission_Form
EZ-DSCR-Express-Successful-Submission-Guide
Non-QM_Borrower-Certification-of-Business-Purpose
Non-QM_Business_Narrative_Form
Non-QM_Condominium_Project_Questionnaire_Form
Non-QM_Consent of Spouse
Non-QM_Foregin_National_Automatic_Payment_Authorization_ACH-Form
Non-QM_LLC Borrowing Certificate-Single_Member
Non-QM_LLC Borrowing_Certificate-Multiple_Member
Non-QM_Non-Occupant-Co-Borrower-Certification
Non-QM_Occupancy-Certification
Non-QM_Wholesale NON-QM Borrower_Contact_Consent_Form
AMCs / Credit / Vendors
How To
Training Videos
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Become a partner with PCF Wholesale (Get new broker credentials FAST to submit & lock)
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How to work with PCF Wholesale (Forms, submit a loan, conditions & more)
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Requesting locks (Step-by-step on how to request a lock once a file is registered)
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How to price a loan (In LoanConnect / Optimal Blue)
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How to add users & licenses in LoanConnect
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Scenario with the CEO
How to price a EZ-DSCR | Price My Non-QM Loan
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How to price | EZ-DSCR
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How to fix a 3.2 file with an “Estimated Value” error message when registering a new loan
PDFs Guides
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LoanConnect User Manual (Pipeline, price your loan, submit loan, adding documents/viewing conditions…)
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Submission Instructions (LoanConnect)
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How to add users & licenses in LoanConnect
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Borrower eConsent and eDisclosure process
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How to submit a loan prior to complete broker approval
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How to start and submit a loan – Cheat sheet
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How to upload conditions – Cheat sheet
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Loan Submission Tips
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Find us on LoanSifter
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Loan Transfer made by the LO and LP
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VA Appraisal Ordering Instructions
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Document upload in TPO Connect | 03/19/2021
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URLA | Instructions for Completing the Uniform Residential Loan Application
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Step-by-Step How to Price and Run AUS for NON-QM Loans
For Borrowers
Tools
Policies and Procedures
Helpful Links
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Homeownership Education & Housing Counseling | Fannie Mae
- VA Lenders Handbook
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Fannie Mae Loan Lookup
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VA Loan Limits
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FHFA Conforming Limits
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MGIC Rate Finder
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FNMA
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FNMA Selling Guide
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FNMA Eligibility Matrix
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FNMA Loan Look Up
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HomeReady Area Median income
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HomeReady Framework
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FNMA HomeReady
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DACA
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FHA
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FHA County Limits
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FHA Approved Condos
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FHA Connection
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4000.1 Handbook
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FHA Condo Approval
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FHA FAQ Search
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FHA Mortgagee Letters
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DACA
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Freddie Mac
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FHLMC Selling Guide
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FHLMC Loan Look Up
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Fillable Forrn 91 (Freddie Self Employment Worksheet) Form
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VA
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VA County Limits
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VA Web Portal
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VA Handbook
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VA Appraisal Fee Schedules & Timeliness Requirements
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CalHFA
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Main Website
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Training Course
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Rates
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Sales Price Limits
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Income Limits
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Turn Times
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FAQ (Frequently Asked Questions)
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Marketing Materials